Call shadowing is a very useful activity to engage in during ESP training. This allows ESP agents to monitor experienced agents while on live calls with members.
Please follow the instructions below.
ESP Agents (Shadowees)
The ESP agent will be assigned to a Shadower who is considered competent and capable to effectively train agents on how to handle calls.
The Shadower will set up a Google Meet with 1-3 ESP agents.
The ESP agents will sit in the Google Meet with both their camera on and mics muted.
Important: ESP agents MUST ensure their mics are muted at all times. Failure to do so may lead to significant distractions on the live call with the member.
Please be aware that should you forget to mute your mic, the shadower or one of the other ESP agents may remove you from the Google Meet by pressing the minus button.
The Shadower will share their screen with the ESP agents to allow agents to not only hear the conversation but also see how the Shadower navigates their computer through the process.
When the Shadower receives an inbound call, the shadower should verbally notify the ESP agents that a call is coming in.
The ESP agents should be actively engaged and take notes. Keep in mind that this is a limited-time opportunity so please take full advantage. Hopefully no agents find themselves wishing they’d paid closer attention when placed into production.
The Shadower should take 5-15 min answering q’s and sharing tips & best practices after each call (other than the very short calls with not much to discuss).
Be prepared for some calls to end quickly. Continue on the Meet until at least 3 calls exceed 20 minutes or until 3 hours expire, whichever comes first.
Shadower Instructions
You will be assigned 1-3 ESP agents to shadow your calls.
Set up a Google Meet lasting for 3 hours which fit within the agents' schedules. Invite the agents to the Meet.
Share your screen and remind agents to keep their mics muted.
If there is downtime, please answer any q’s the agents may have.
Once a call is coming in, notify the agents verbally a call is coming and again remind to keep their mics muted.
If the call is answered and an agent’s mic is not muted, be prepared to remove the agent from the Google Meet by clicking the minus button (see screenshot below).
Be mindful that trainees are watching and put forth your best effort to demonstrate how a call should be handled.
When the call has ended, place yourself in ‘disposition’ status for 5-15 minutes to answer agent’s questions and share some tips & best practices.
Continue with the agents in the Meet until you’ve either successfully handled 3 calls that lasted 20+ min or until 3 hours expires, whichever comes first.